PUREfi Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

PUREfi Wealth’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Sell	6,796 -234	-3%	-$10.5K	0.18%	146
2026 Q1	$299K	Sell	7,030 -903	-11%	-$38.9K	0.2%	138
2025 Q4	$328K	Hold	7,933	–	–	0.25%	107
2025 Q3	$314K	Sell	7,933 -965	-11%	-$37.2K	0.24%	112
2025 Q2	$338K	Buy	+8,898	New	+$325K	0.27%	99

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PUREfi Wealth's HEFA Position: Q2 2026 in Review

PUREfi Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.3% in Q2 2026, selling an estimated $10.5K and leaving 6,796 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #146.

PUREfi Wealth first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q2 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

PUREfi Wealth held 6,796 shares of iShares Currency Hedged MSCI EAFE ETF worth $319K as of Q2 2026.
PUREfi Wealth sold 234 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.18% of PUREfi Wealth's portfolio in Q2 2026, its #146 holding.
PUREfi Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
PUREfi Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $338K in Q2 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.